Braintree
Stephen joined Perspective (East Anglia) in 2007 and provides a wide range of investment and pension advice.
He provides many aspects of financial advice, including inheritance tax planning, and primarily deals with private clients for whom he delivers a wide range of investment and pension advice. Stephen’s knowledge and expertise in these areas mean that our clients receive the best practical and personalised advice that best meets their financial goals and needs.
The Financial Conduct Authority does not regulate taxation and trust advice.
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
